Assured Investment Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-42,609
| Closed | -$3.97M | – | 1165 |
|
|
2018
Q4 | $3.97M | Buy |
42,609
+11,314
| +36% | +$1.05M | 0.11% | 220 |
|
|
2018
Q3 | $4.09M | Sell |
31,295
-4,933
| -14% | -$644K | 0.07% | 275 |
|
|
2018
Q2 | $4.53M | Buy |
36,228
+29,814
| +465% | +$3.73M | 0.08% | 240 |
|
|
2018
Q1 | $756K | Sell |
6,414
-5,785
| -47% | -$682K | 0.02% | 610 |
|
|
2017
Q4 | $1.44M | Buy |
12,199
+4,613
| +61% | +$544K | 0.03% | 375 |
|
|
2017
Q3 | $804K | Buy |
+7,586
| New | +$804K | 0.02% | 427 |
|
|
2016
Q2 | – | Sell |
-14,997
| Closed | -$1.71M | – | 581 |
|
|
2016
Q1 | $1.71M | Buy |
14,997
+5,527
| +58% | +$632K | 0.04% | 107 |
|
|
2015
Q4 | $1.06M | Sell |
9,470
-14,614
| -61% | -$1.63M | 0.02% | 145 |
|
|
2015
Q3 | $2.34M | Buy |
24,084
+7,560
| +46% | +$735K | 0.04% | 137 |
|
|
2015
Q2 | $1.6M | Buy |
+16,524
| New | +$1.6M | 0.03% | 142 |
|